FAQs

Got a question for the team? Look below to see if we’ve already answered it.

Where are meetings held?

Meetings can take place at your home or workplace, virtually on your computer or at our office.

Do I have to pay for an initial meeting?

We don’t charge for the initial meeting. This is when we explain the services, charges and advice process. Subsequent meeting are chargeable, full details are provided in our Terms of Engagement document.

What do I need to bring to an initial meeting?

As part of our process, we will gather information about your income and expenditure, assets and liabilities. Alongside these, we’ll also require existing investments, pensions and insurance, as well as any information regarding these.

How long should I allow for an initial meeting?

The introductory phase of the process should take no longer than 30 minutes. If you move on to the information-gathering phase, please allow around two hours in total. However, it will depend on your personal circumstances.

Do I have to sign up to your services at an initial meeting?

If you do not wish to continue after the introduction phase of the meeting, then you do not have to.

How can I book an initial meeting?

Meetings are normally booked directly with your financial planner. You can get in touch using the contact form below.

Are you independent?

Yes. Our advice process is focused on the best outcome for clients. We recommend suitable and appropriate products and services from the whole of the market.

How do I contact an individual financial planner?

You can find their individual contact details on their team profile page. Alternatively, you can contact our office and we will ask them to call you.

What happens if my financial planner is away on holiday?

We have an administration and support team, along with other advisers, who will be able to help you if your usual adviser is temporarily unable to.

How do you get paid?

We can get paid by charging you fees, receiving a commission, or a combination of both. As part of our initial meeting, we will discuss the options available to you, depending on the advice or services you require.

Do you charge VAT?

Some of our services require us to charge VAT. We will inform you if this is the case.

Contact us

Our team is here to answer your questions. Get in touch today.

    You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

    admin@wealthdesign.co.uk

    01543 571238

    Lagonda Suite
    Virage Point
    Green Lane
    Cannock
    WS11 0NH